How to link a Payment Method to a Bank Account

In order to publish an item from Receipt Bank to a Bank Account in your integrated accounting software, you may need to link your Payment Methods in Receipt Bank to the corresponding Bank Account in the integrated accounting software. This is used to indicate which Bank Account the item should be published to.

Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Receipt Bank products here.

To link a Payment Method to a Bank Account:

1. Access the 'Account Settings' page
2. Click on the 'Maintain Lists' tab
3. Click on the 'Payment Methods' tab.
4. Complete the 'Bank Account' dropdown for each Payment Method you'd like to link to a Bank Account.

View this instructional video for a step-by-step walkthrough of linking a Payment Method to a Bank Account: